See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $899,943 | $180,449+398.7% | $154,107+484.0% | $135,375+564.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.87% | 888.09%-900.0pp | 735.12%-747.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $16,284 | $6,035+169.8% | $5,298+207.4% | $4,779+240.8% |
| Participant deferral / active EE | $11,767 | $5,806+102.7% | $5,081+131.6% | $5,609+109.8% |
| Admin fee / account holder | $134,372 | $16,143+732.4% | $13,411+902.0% | $10,827+1141.1% |